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Vanguard Long-Term Treasury ETF

252 hedge funds and large institutions have $3.12B invested in Vanguard Long-Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 57

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $7.39M | Put options by funds: $6M

14% more capital invested

Capital invested by funds: $2.73B → $3.12B (+$394M)

7% more funds holding

Funds holding: 236252 (+16)

1.78% more ownership

Funds ownership: 62.02%63.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
4.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
59
Increased
114
Reduced
57
Closed
37
Calls
$7.39M
Puts
$6M
Net Calls
+$1.39M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Addison Advisors
Vermont
$867
NMG
252
New Millennium Group
Utah
$732
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$393
HNB
254
Huntington National Bank
Ohio
$66
SCI
255
Stableford Capital II
Arizona
-$19M -292,174 Closed
FAM
256
Family Asset Management
South Carolina
-$6.5M -105,565 Closed
AT
257
American Trust
Kentucky
-$5.69M -92,287 Closed
AO
258
Advisor OS
Illinois
-$4.06M -65,809 Closed
FTUS
259
Flow Traders U.S.
New York
-$2.11M -34,212 Closed
RVM
260
Robinson Value Management
Texas
-$2.05M -33,295 Closed
PWM
261
Pacific Wealth Management
California
-$1.84M -29,829 Closed
MWA
262
Mills Wealth Advisors
Texas
-$1.66M -26,866 Closed
TMC
263
Trellus Management Company
Florida
-$1.62M -26,300 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
-$1.2M -19,500 Closed
SFS
265
Sowell Financial Services
Arkansas
-$702K -11,389 Closed
KWM
266
Kingsview Wealth Management
Oregon
-$611K -9,921 Closed
IAIM
267
International Assets Investment Management
Florida
-$517K -9,307 Closed
OFS
268
OneAscent Financial Services
Alabama
-$568K -9,225 Closed
CWM
269
Comprehensive Wealth Management
Washington
-$468K -7,594 Closed
SWM
270
Sugarloaf Wealth Management
Georgia
-$447K -7,260 Closed
SW
271
SteelPeak Wealth
California
-$329K -5,342 Closed
CT
272
Colonial Trust
South Carolina
-$325K -5,290 Closed
HCM
273
Highlander Capital Management
New Jersey
-$308K -5,000 Closed
ACA
274
Aptus Capital Advisors
Alabama
-$304K -4,933 Closed
OA
275
Oxbow Advisors
Texas
-$284K -4,616 Closed

VGLT Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q1 2023, worth a combined $3.12B — up 14% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VGLT positions and 37 closed out — a net gain of 22 holders — while 114 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $147M. The largest seller was Bank of America, cutting an estimated $163M.

  • 252 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q1 2023, up from 236 in Q4 2022.
  • Funds reported $3.12B of Vanguard Long-Term Treasury ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 59 funds opened new Vanguard Long-Term Treasury ETF positions in Q1 2023 and 37 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $147M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.